Transition to Retirement Pension

Did you know that by using a Transition to Retirement Pension, you could be able to save more for your retirement - without reducing your current income? Why not set up a time to meet with us so we can explore your retirement planning options. Request a complimentary appointment here.

Request a complimentary financial planning consultation

Or call us on 1300 558 863 from Mon-Fri 9am - 6pm (AEST/ADST)

More details about our complimentary consultation

Important information

1 Preservation age is 55 for those born before 1 July 1960 and will gradually increase to 60 depending on your date of birth. To find out your preservation age, go to ato.gov.au

2 Note that, from 1 July 2012, the effective contributions tax has been doubled from 15% to 30% for certain concessional contributions for those above the $300,000 high income threshold.

3 Includes a Medicare levy and Temporary Budget Repair Levy.

4 Assumes the income stream is commenced from a taxed super fund.

We're ready to help you

Have us call you
Call 1300 558 863

Mon-Fri 9am - 6pm (AEST/ADST)

Talk to an expert